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State Street SPDR S&P Dividend ETF

751 hedge funds and large institutions have $7.13B invested in State Street SPDR S&P Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 305 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $4.06M

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 216

1% more funds holding

Funds holding: 740751 (+11)

1% more capital invested

Capital invested by funds: $7.06B → $7.13B (+$68.2M)

0.05% more ownership

Funds ownership: 37.84%37.89% (+0.05%)

5% less funds holding in top 10

Funds holding in top 10: 5956 (-3)

Holders
751
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
16.47%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
1.23%
New
60
Increased
305
Reduced
216
Closed
40
Calls
$9.91M
Puts
$4.06M
Net Calls
+$5.85M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
326
San Francisco Sentry Investment Group
California
$1.04M +$13.2K +131 +1%
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$1.03M -$20.4K -202 -2%
AIM
328
Aspen Investment Management
Michigan
$1.03M +$47.6K +472 +5%
DCM
329
Donaldson Capital Management
Indiana
$1.03M -$9.48K -94 -0.9%
RWP
330
RWA Wealth Partners
Massachusetts
$1.02M -$11.4K -113 -1%
AWA
331
Acorn Wealth Advisors
Michigan
$1.02M +$202 +2 +0%
MC
332
Mathes Company
New York
$1.02M +$202K +2,000 +25%
SCA
333
Snowden Capital Advisors
New York
$1.01M +$105K +1,045 +12%
NFG
334
Next Financial Group
Texas
$1M -$25.9K -257 -3%
BFA
335
Beaumont Financial Advisors
Massachusetts
$996K +$16.7K +166 +2%
NFC
336
Northeast Financial Consultants
Connecticut
$993K -$246K -2,438 -20%
PIM
337
Penobscot Investment Management
Massachusetts
$990K +$12.8K +127 +1%
AWM
338
AE Wealth Management
Kansas
$988K +$40.5K +402 +4%
NWP
339
Northstar Wealth Partners
Connecticut
$985K
BFEC
340
Benjamin F. Edwards & Company
Missouri
$981K -$970K -9,617 -50%
OAM
341
Oppenheimer Asset Management
New York
$972K +$7.66K +76 +0.8%
SBH
342
Segall Bryant & Hamill
Illinois
$958K -$5.04K -50 -0.5%
AC
343
Addison Capital
Pennsylvania
$955K -$9.28K -92 -1%
SA
344
SRH Advisors
Kansas
$951K
RG
345
Rikoon Group
New Mexico
$950K +$48.1K +477 +5%
DY
346
Dowling & Yahnke
California
$892K +$1.01K +10 +0.1%
BHTS
347
Bar Harbor Trust Services
Maine
$886K -$92.2K -914 -10%
TSS
348
Two Sigma Securities
New York
$884K -$344K -3,409 -28%
CAM
349
Concorde Asset Management
Michigan
$881K -$99.8K -990 -10%
PSF
350
Pacific Sun Financial
California
$878K +$10.4K +103 +1%

SDY Hedge Fund Activity: Q3 2019 in Review

751 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2019, worth a combined $7.13B — up 0.97% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SDY positions and 40 closed out — a net gain of 20 holders — while 305 added to existing stakes and 216 trimmed.

The largest buyer was Ameriprise, adding an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $133M.

  • 751 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2019, up from 740 in Q2 2019.
  • Funds reported $7.13B of State Street SPDR S&P Dividend ETF stock for Q3 2019, up 0.97% quarter-over-quarter.
  • 60 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2019 and 40 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2019 was Ameriprise, an estimated $56.3M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2019 was JP Morgan Chase, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2019.